Data Analyst

• Own and Enhance Reporting
• Develop and maintain core reporting assets, including dashboards, scorecards, and performance metrics
• Partner with stakeholders to translate business needs into actionable reporting and insights
• Deliver Data-Driven Insights
• Analyze data to identify trends, gaps, and opportunities across business development activities
• Present insights clearly to support decision-making at multiple levels of the organization
• Manage and Optimize Data Sources
• Extract and validate data from systems such as Salesforce and internal platforms
• Ensure data accuracy, consistency, and appropriate usage across use cases (e.g., campaigns, performance tracking)
• Drive Process Improvement & Automation
• Evaluate existing reporting and workflows to identify opportunities for efficiency gains
• Design and implement automated solutions to improve data collection, reporting, and scalability
• Advance Analytical Capabilities
• Apply analytical techniques to solve business problems
• Contribute to the team’s evolving use of data, tools, and best practices

• Maintain the KPI standards for Customer Support: document how each metric is calculated and interpreted, keep definitions current across data platforms, and flag to leadership when targets may need adjustment.
• Build and maintain dashboards in Omni Analytics (our BI platform) that serve analyst, manager, and leadership audiences; maintain the semantic layer and metric definitions so every team measures the same things the same way.
• Produce formal analyses and recommendations on volume trends, resolution efficiency, CSAT, contact rate, and cost performance; frame findings in terms of business impact, not just numbers.
• Identify anomalies and performance gaps in Support data; bring a recommended course of action to leadership rather than a flag, and track the response through to resolution.
• Consult on SQL, Snowflake, and BI standards used for Support reporting; ensure Support modeling approach, query patterns, and tooling match organizational standards.
• Lead metric alignment conversations with Data, Product, and Engineering; represent Support's analytical interests and keep shared definitions from drifting.
• Triage and scope ad hoc analysis requests from across the organization; exercise judgment on urgency, feasibility, and which questions are worth answering.

• Lead end-to-end data analysis projects supporting divisional priorities while contributing to broader enterprise initiatives that influence business performance and member outcomes.
• Leverage advanced analytical techniques, industry research, and business knowledge to uncover trends, opportunities, and recommendations for strategic decision-making.
• Partner with stakeholders to identify opportunities for cost reduction, revenue growth, operational efficiency, and enhanced member experiences.
• Take ownership of the debit analytics ecosystem, redesigning and modernizing reporting capabilities to create scalable, actionable insights for product leaders and business partners.
• Transform complex data from multiple sources into meaningful business intelligence that supports product innovation and strategic planning.
• Design scalable dashboards and reporting solutions for informed organizational decision-making.
• Translate complex analyses into clear, actionable recommendations through visualizations and presentations.
• Guide teams through experimental design and interpretation of results with A/B testing efforts.
• Continuously refine KPIs, reporting methodologies, and performance measurement practices to improve visibility.
• Create reusable transformation logic and scalable datasets using Snowflake and advanced SQL techniques.
• Identify opportunities to enhance data infrastructure and workflows.
• Mentor and develop others within the analytics community, promoting best practices and analytical standards.

Senior Data Analyst

• Sit with internal stakeholders (Medicare sales, finance, operations, HR) to walk them through Omni dashboards, capture feedback, document defects and change requests, and track them to resolution.
• Make report-side changes in Omni: tile edits, formatting, labels, filters, and layout. Escalate anything that touches dbt models or schema to the Interim Head of Analytics.
• Write SQL to spot-check numbers, audit data quality, and answer one-off questions from the business.
• Maintain and update the entity-relationship documentation for the Mart layer as the schema evolves.
• Reconcile reported numbers against source systems (Sabal, Atlantis, Paylocity, Sonar, Retreaver) when discrepancies are flagged.
• Own a clean, organized backlog of business requests and known issues so nothing falls through the cracks.

Junior Data Analyst

• Construct, design, write and document complex programs using Business Intelligence Tools (e.g. Business Objects, SAS, SQL, Crystal Reports)
• Develop, analyze, report and interpret complex data for ongoing activities/projects
• Work collaboratively with customers to complete effective needs analyses
• Monitor and perform in-depth analysis of data for customers to determine areas of improvement
• Identify complex trends and make recommendations to business areas
• Communicate meaningful insights by creating charts and slide presentations
• Support and manage complex applications systems on many platforms
• Provide ongoing user support for ad hoc reporting, questions, queries, and problem support

Senior Healthcare Data Analyst, ACA, EDGE

• Perform detailed audits of historical utility invoices (electricity, gas, water, sewer) to identify billing discrepancies, overcharges, and erroneous fees
• Analyze utility rate tariffs and contractual terms to validate proper application of rates, surcharges, and taxes
• Review meter data and consumption patterns to detect anomalies, leaks, or unusual usage trends
• Quantify financial impacts of billing errors and prepare cost recovery claims for utility providers
• Develop and maintain audit tracking systems and databases for ongoing monitoring
• Generate detailed audit reports with findings, recommendations, and potential savings opportunities
• Collaborate with facility management teams and utility providers to resolve billing disputes
• Ensure compliance with utility regulations and contract terms
• Support ongoing bill payment processes by identifying and resolving balance forward issues and late fee assessments

Energy Data Analyst

• Analyzes data for creation of statistical reports used for program or process evaluation
• Responsible for maintaining databases and extracting data for analysis
• Runs and reviews reports, analyzing results in support of operational functions
• Reviews, extracts and analyzes data to be used in formulation of procedures, processes and other requirements
• Provides reports of relevant activity to be used to identify problematic areas and to provide basis for modification and/or elimination of operations issues
• Assists with development of complex analysis and sophisticated data compilation, verification, and interpretations to guide divisional efforts
• Performs focused analyses as needed
• Creates data search programs to identify pertinent data needed to provide supporting documentation for system or operational enhancements/changes
• Documents reporting procedures so other staff can run ad hoc reports independently
• Designs, codes, and maintains complex database programs for the extraction and analysis of data to support financial and operational decisions

Data Analyst II

• Proactive, technically-grounded analysis of sales motion and revenue operations.
• Building strong cross-functional relationships to drive alignment on key business objectives.
• Translating business requests into rigorous, reproducible analysis using AI tools to enhance workflow.
• Delivering findings to both technical and non-technical audiences.

Data Analyst – Revenue Ops

• Lead, coach, and develop a high-performing analytics team
• Drive end-to-end analytical strategy and delivery
• Own standardized regional and global reporting frameworks
• Partner with global and regional stakeholders for analytics solutions
• Manage the regional Power BI environment
• Oversee integration of enterprise source systems into reporting architecture
• Collaborate cross-functionally to consolidate data and deliver insights
• Ensure consistency of reporting by aligning regions to global frameworks

Manager, Operations Performance and Data Analytics

• Use data to prove the ROI of our cybersecurity training platform
• Navigate complex datasets using SQL and Python
• Present insights to executive-level stakeholders
• Partner with stakeholders in Federal agencies to translate their specific security compliance needs into data-driven success plans
• Use Python and SQL to extract and manipulate large datasets
• Create interactive dashboards and presentations to showcase ROI and performance metrics
• Perform deep-dive analysis on user behavior and simulation logs to identify "high-risk" cohorts
• Provide tailored recommendations to clients

Staff Performance Data Analyst

• Assist in maintaining and developing quantitative models, including Interest Rate Risk (IRR), Asset Liability Management (ALM), Funds Transfer Pricing (FTP), customer behavior modeling, and stress testing
• Engage in model validation activities and produce comprehensive model validation reports
• Apply innovative and scientific quantitative approaches to analyze complex business problems, draw conclusions, and make data-driven recommendations
• Translate analytical findings into clear communication materials for peer review and executive management presentations
• Apply advanced analytical knowledge to collaborate with cross-functional teams, understand complex business objectives, and influence solution strategies
• Prepare detailed balance sheet analysis to support treasury and risk management initiatives

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Data Analyst – Revenue Ops

Manager, Operations Performance and Data Analytics

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